Who is GTM Engine built for?

GTM Engine is built for revenue teams that need Sales, Marketing, Customer Success, RevOps, SDRs, and leadership working from the same customer and pipeline truth.

What is GTM Engine and how does it work?

GTM Engine is a unified revenue data platform. It captures revenue signals from your existing GTM stack, resolves them into a shared account-contact-opportunity-campaign model, enriches every record with source-backed context, and uses that model to power workflows, AI agents, content generation, and inbound, outbound, and marketing campaigns.

How does GTM Engine capture and process data?

GTM Engine connects to CRM, email, calendar, meeting recorders, conversation intelligence, product data, support, enrichment, and campaign tools. It ingests structured and unstructured data, resolves identities and records, extracts fields and insights, cites the source evidence, and writes trusted updates back to the systems your teams use.

What does the Workflows and Agents platform do?

The workflows and agents platform lets teams automate multi-step revenue work from the unified data model, including account research, lead enrichment, meeting prep, pipeline summaries, handoffs, CRM updates, and GTM actions.

What is the Content Engine?

The Content Engine turns customer conversations, objections, wins, losses, and champion language into campaign copy, blog drafts, case study outlines, persona messaging, sales follow-up, and segment-specific content.

How does the Campaigns platform work?

The Campaigns platform uses the same trusted revenue model to build and run inbound, outbound, ABM, lifecycle, and marketing campaigns from real account, contact, opportunity, intent, conversation, and product signals.

How long does it typically take to get started?

Implementation depends on your stack and data sources, but GTM Engine is designed to connect to the systems you already use without a migration or major process change.

What % of our pipeline is in-house legal teams vs law firms?Which accounts went cold in the last 30 days?Why did we lose this deal?Which renewals are at risk this quarter?Who are the actual decision makers on this deal?How many touches before a meeting?Which marketing channel sourced our biggest deals?What do my best customers have in common?Which reps are stuck in the same stage too long?How accurate is our forecast?Which contacts haven't been touched in 60 days?What ICP segments convert the fastest?Which competitors are we losing to most?Are we following our sales process?What's the next best action on this account?Which deals are slipping out of this quarter?Who in the buying committee hasn't been engaged?Which expansion accounts are showing buying signals?How long does it really take to close?Which accounts match our best customers?Show me win rate by rep this quarter vs last quarter, with average deal size and cycle time.Which open deals over $50K have no activity in the last 14 days and a close date this quarter?Pipeline conversion funnel by stage for deals created in the last 2 quarters — where are we dropping off?Show me deals where the amount decreased or stage moved backward in the last 2 weeks.Quarterly bookings trend by segment for the last 4 quarters with QoQ growth %.What's our weighted pipeline coverage vs quota by team for the next 2 quarters?Show me logo retention and net revenue retention by cohort (closed-won quarter).Top 10 at-risk deals over $100K — health score ≤ 5 or no executive engagement in 30 days.My open deals where I'm single-threaded and close date is this quarter.My accounts with a closed-won opportunity but no activity in 60 days — expansion candidates.My deals where the champion contact hasn't responded in 14 days, sorted by amount.Accounts in my territory with AI initiatives score ≥ 70, no opportunity, and 5+ VP+ contacts.My contacts who opened an email or attended a webinar in the last 7 days but have no follow-up scheduled.Show me my outbound activity volume by day this month vs last month, broken down by interaction type.Webinar and event attendees from the last 90 days that converted to opportunities, grouped by source campaign.MQL-to-SQL conversion rate by industry and company size for the last 2 quarters.Accounts where we have form submissions or demo requests but propensity score < 40 — bad-fit lead leakage.Top 20 topics mentioned across discovery calls in the last quarter, weighted by deal amount.Closed-lost deals in the last 90 days where loss reason or call topics mention a specific competitor or feature gap.Customer accounts where health score decreased in the last 30 days or no exec activity in 45 days, sorted by ARR.

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How it works

Every GTM signal becomes part of a living relationship graph.

Activities and signals are associated in real time to the relevant records, then the context is processed to update any relevant data in those records: health scores, forecast close dates, structured CRM fields, and more.

Revenue relationship graph

Click and drag to rotate the graph. Click any activity, contact, opportunity, or account to see the relationships GTM Engine resolved automatically.

AccountOpportunityContact1st-party activity3rd-party signal

1st-party activity

Call · POC check-in

Acme Cloud <> GTM Engine POC check-in · 3 attendees

3 linked records

Dana Whitfield
Marcus Reed
Jordan Vega

Associated in real time

Every activity attaches to the right records

Context processed

Health scores, close dates, and CRM fields update

Queryable

Ask the graph for segments and answers

Account-level signals attach straight to the account. Calls, meetings, and email threads attach to every participant on them, then roll up through their opportunity — and every update flows back into your CRM.

Put the data to work

The same customer-centered model powers every revenue motion.

Once activities, signals, accounts, contacts, opportunities, and customers are connected, each engine can act on what buyers and customers actually do and say.

Content Intelligence Hotspots heatmap showing topic demand and coverage by ICP persona

ICP + customer voice

Content Engine

Find your real ICPs, then write in the language they already use.

Surface the accounts and customers that actually convert, learn what they care about from calls, emails, posts, and support signals, then turn those patterns into content you know will land.

Identify high-fit segments from real buyer and customer behavior
Extract pains, objections, outcomes, and proof points in their words
Generate briefs, articles, case studies, ads, and sales assets grounded in evidence

Explore Content Engine

Target accounts ranked by propensity with scoring rationale

Signal-based growth

Campaign Engine

Prioritize the accounts heating up now, then launch outreach with context.

Use custom buying signals and lookalike search to find accounts that resemble your best customers, enrich the right buyers, and trigger campaigns that match the reason they are in-market.

Rank accounts by fit, propensity, similarity, and custom triggers
Find and enrich the right contacts with verified buyer data
Enroll them into personalized email and LinkedIn plays tied to the signal

Explore Campaign Engine

Opportunity Path to Close view with qualification evidence and next actions

Deal intelligence

Sales Engine

Mine every relationship and signal to guide the next best move.

Read the connections between activity, stakeholders, risk, intent, and stage movement so every opportunity has a clear path forward and every rep knows what to do next.

Detect blockers, missing stakeholders, stale momentum, and deal risk
Recommend next-best actions, meeting prep, and close-plan updates
Coach reps toward the steps most likely to move each deal forward

Explore Sales Engine

Customer Health workspace with at-risk renewals and expansion-ready accounts

Forecasts + retention

Customer Success Engine

See new-business forecasts, renewals, churn risk, and expansion in real time.

Track what is changing across customers and opportunities as it happens, so leaders can trust the forecast, protect renewals, identify expansion, and act before risk becomes churn.

Monitor customer health, renewal confidence, and adoption signals
Flag churn risk and upsell readiness from activity and relationship changes
Keep new-business and renewal forecasts current without spreadsheet archaeology

Explore Customer Success Engine

Automation Engine sits underneath each motion: updating records, triggering workflows, routing alerts, and coordinating handoffs when the data changes.

Connect your revenue stack

One model across every GTM system.

GTM Engine plugs into the CRM, calendar, email, conversation, meeting, product, support, and campaign tools your teams already use, then resolves everything into one source of truth.

Salesforce

HubSpot

Slack

Teams

GSuite

MS Outlook

Gong

Chorus

Zoom

Grain

Fathom

Read

Sybill

Fireflies

Salesforce

HubSpot

Slack

Teams

GSuite

MS Outlook

Gong

Chorus

Zoom

Grain

Fathom

Read

Sybill

Fireflies

+ custom integrations via API & webhooks. No migration. No manual data entry. No process changes.

Self-maintaining revenue data

From scattered rep inputs to records that maintain themselves

The CRM is the easiest place to see the transformation: every field is sourced, current, and ready to power workflows, campaigns, forecasts, and handoffs.

Before · Today’s CRM

Account

Acme Corporation

Details

News

Activity

Chatter

Account Information

Industry

Other

Employee Count

Annual Revenue

$10M

Tech Stack

Strategic Priority

Compelling Event

Open Opportunity · Acme · Platform Expansion

Stage

Discovery

Amount

$50,000

Close Date

12/31/2025

Champion

Economic Buyer

Competitor

Identified Pain

Decision Process

Next Step

Follow up

Hover any field to see why it’s wrong, blank, or sandbagged. Every gap weakens the campaigns, workflows, and forecasts built on top of it.

After · With GTM Engine

Account

Acme Corporation

Details

News

Activity

Chatter

Account Information

Industry

B2B SaaS · DevTools

Employee Count

1,240

Annual Revenue

$148M ARR

Tech Stack

SFDC, Snowflake, dbt, Segment

Strategic Priority

Migrate off legacy DW (Q3)

Compelling Event

Legacy vendor renewal · 06/30

Open Opportunity · Acme · Platform Expansion

Stage

Technical Validation

Amount

$184,500 ARR

Close Date

03/14/2026

Champion

Priya Shah, Dir. Data Eng.

Economic Buyer

Marcus Lee, VP Engineering

Competitor

Build vs. Fivetran + dbt

Identified Pain

8hr nightly sync SLA misses

Decision Process

InfoSec → Procurement → Legal

Next Step

Security review w/ InfoSec · 02/22

Hover any field to see the call, email, or meeting it was sourced from. Every value traces back to evidence the whole revenue team can use.

Any revenue object

Accounts, contacts, opportunities, campaigns, handoffs, and custom objects kept in sync.

Any workflow input

Picklists, dates, currencies, scores, summaries, and long text populated with source evidence.

Always activated

Every trusted value can trigger an agent, enrich a segment, personalize content, or update the CRM.

Customer stories

Revenue teams running every motion from one trusted model

From founders to enterprise sales leaders, see how teams replaced half-empty CRMs, disconnected campaigns, and gut-feel forecasts with reliable revenue data everyone can use.

Fady Ben Younes

Founder & GTM Lead

AI SDR Platform

“Our CRM never matched reality, until now. Now my team actually trusts the data. I've already shown it to partners because it's that good.”

Results with GTM Engine

Read the Topo case study

100% field coverage on every Account & Opportunity

12 hours per week of manual logging eliminated per rep

From signup to clean, trusted CRM in under a week

Forecast accuracy up across the entire pipeline

Chris Karlin

Director of Enterprise Sales

Workflow Automation

“GTM Engine helped us streamline our go-to-market motion and uncover key insights we'd been missing.”

Results with GTM Engine

Read the Tango case study

3x more deal context surfaced for AEs automatically

Forecast accuracy on day one with no rep training

Zero process changes required to roll out

Champion and economic buyer mapped on every open opp

Trusted by revenue teams at

screenpipe

See where your revenue data breaks down, and which issues block workflows, campaigns, and reporting.

Assess Revenue Data

View All FAQs

GTM ENGINE FAQS

GTM Engine is not another point solution for calls, forecasts, or dashboards. It unifies revenue data from your CRM, conversations, email, calendar, product, support, and campaigns into one trusted model, then activates that model through workflows, agents, content, and campaigns. Conversation tools tell you what happened. Forecasting tools summarize pipeline. GTM Engine keeps the data current and helps every revenue team act from the same source of truth.

Want to see how the unified revenue data model activates real GTM workflows?

Explore GTM Engine use cases